ebusiness document processing with blt presentation
DESCRIPTION
EBizTRANSCRIPT
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March 12, 2007Ramesh Kumar, President, eAlliance Corp.Tim Smith, Regional Account Executive, Bottomline Technologies
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Today’s Agenda
• eAlliance Company Overview• Bottomline Technologies Company Overview• A Closer Look At FormScape V3• Accounts Payable Automation• Closing Thoughts• Q & A
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eAlliance specializes in delivering innovative and cost effective consulting eAlliance specializes in delivering innovative and cost effective consulting solutions to corporate users of the Oracle 11i E-Business Suite of applications solutions to corporate users of the Oracle 11i E-Business Suite of applications
Extensive Vertical SpecialtieseAlliance offers the full range of Oracle Applications expertise:
• Financials Financials • Order Management Order Management • Manufacturing Manufacturing • Mobile Supply Chain Applications Mobile Supply Chain Applications • Advanced Planning Advanced Planning • Customer Relationship Management Customer Relationship Management • Human Resources Human Resources • iProcurement iProcurement • iStore iStore • A2A Integration (SAP, Peoplesoft, Siebel)A2A Integration (SAP, Peoplesoft, Siebel)
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eAlliance’s Relationship with Bottomline Technologies
• Certified Bottomline Technologies PartnerCertified Bottomline Technologies Partner• Local Solutions ProviderLocal Solutions Provider
Bottomline complements eAlliance’s consultative sales approach by providing a flexible Document Process Automation solution to help our customers meet their needs for professional branding, storage, and distribution. Clients benefit from a software solution adapted to their requirements to deliver professionally branded business documents to their customers in the format required.
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About Bottomline
500+ EmployeesWorldwide
Offices in US, EMEA &
Asia-Pac
NASDAQ: EPAYFormed in 1989
$100M Annual
Revenues9,000+
Customers Globally
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9,000+ Customers - 50 of the Fortune 100 - 90 of the FTSE 100
Market-Leading Customer Base
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Outbound Document Management
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Before / After Invoice
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Input Output
PrinterERP/JDE/Legacy
AS/400, Mainframe,Unix, Windows
Printer
Traditional Document Printing
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Input Output
PrinterERP/JDE/Legacy
AS/400, Mainframe,Unix, Windows
PDF Documents
• Search / Retrieve• Print• Email• Intranet/Extranet.pdf
Fax
XML
<>
Distributed Printing
Repository
Server
FormScape V3 Document Process Automation
.tif
• ASCII Files• ERP Streams• Delimited• Fixed Width• One or Multiple Files• PDF documents• XML
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V3 Components/Modules
DocsOnlineWeb/DB Servers
V3 Deployment Module
V3 Developer
V3 Developer
V3 Production Runtime Server(s)
optionalFailover / Backup
V3 Administrator
V3 Test Deployment/Runtime Server
Offline ModuleOffline StoragePlasmon Jukebox
Presenter Clients
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FormScape V3 Repository
Suppliers
Customers
Employees
Managers
• Fast online web access• Secure, Integrated archive• Index, link, search all
related documents
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Sample Customer Forms
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Sample Packing ListBeforeBefore AfterAfter
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Bill of LadingBeforeBefore AfterAfter
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Sample VICS Bill Of Lading
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Homeowner Insurance Policy
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Barcode Samples
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V3 Reprint CapabilityV3 Reprint Capability
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MAPI Email Integration
– Supports the following Mail Servers:• Microsoft Exchange (Outlook)• Lotus Domino (Notes)• Any MAPI-compatible Mail Server
– Email to Groups from the Address Book– Set Email Priority– Use Read Receipts– Have a dedicated FormScape Email Account– Audit Trail of Sent Emails in the Sent Mail Folder
on Mail Server
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• Messaging systems allow business applications to manage processes via message queues (MQ), in order to:– Address customer’s CRITICAL business processes– Enable suppliers and customers to collaborate securely and reliably
• FormScape can receive message queues as input, and can output to message queues, for the following systems:– IBM WebSphere MQ– Microsoft MQ (MSMQ)
Messaging Support
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FormScape Design Tool
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V3 Charting OptionV3 Charting Option
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Output Management Benefits
• Reduced forms and other output management development costs and overhead
• Enhanced company/organization image• Increased output flexibility• Improved customer service by providing
better communication and information
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Purchase-to-Pay – Bottomline’s Core Business
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Purchase Management – Issues
• Lost requisitions• Non-existent Purchase Orders • Rogue, uncontrolled spending
across business units• Multiplying suppliers • Missed discounts or contract terms• Slow, paper driven processes• Low levels of coding• No early visibility of spend• Budgetary overspend• PO raised retrospective to invoice
and/or goods receipt
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CMS
CATALOGUEMANAGEMENT
SYSTEM
Bottomline Purchase Manager – Overview
[COMPANY NAME] DATA
BUSINESS RULES
ENTER REQUISITIONS SUPPLIERS
Purchase Order
Receipting
CONTRACTS
Buyer
Buyer
Buyer
Buyer
[COMPANY NAME]ERP SYSTEM
LawsonSun Accounts
JDEOracle
SAP
PORTAL
SUPPLIER
BottomlinePurchaseManager
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Approval Routing$500
…by Manager
$1,000 $5,000
Requisition A - $5,238
…by Delegation
Requisition C
Out of Office
Delegate
…by G/L Codes
Requisition B
RULES BASED APPROVAL MATRIX
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Purchase Management – Solution
Bottomline Purchase Manager • Browser-based solution to automate and control internal
buying processes• Access online catalogs and approved suppliers• Configurable, hierarchical approval matrix that supports your
business rules• Enforces correct PO coding to streamline invoice
management• Incorporates goods receipt module to facilitate matching• Budgeting function to prevent off-budget or over budget spend
at point of requisition
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Problem• Poor visibility into purchasing activity• Inefficient and costly paper-based process • Finance & Purchasing depts. in different locations – items “lost in the
mail”• Company viewed as “bad payers” by their suppliers
Solution: Bottomline Purchase ManagerKey Benefits & Results• Total visibility over entire end-to-end process• Big reduction in paper handling• AP staff costs reduced by 65%• Improved supplier relations• Subsequent roll-out of Sprinter to 14 subsidiaries
“Since we installed the software, orders are going through the right channels and getting the right approvals. We now have much better control and happier users – it’s a win/win.”
Richard MyersFinancial Accounts Director
Sony BMG Music
Case Study
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Invoice Receipt and Capture – Issues
• Labor intensive, error- prone process for manual keying/re-keying & matching
• High volume, cost of paper handling
• Slow process from receipt to posting of invoice
• Scanning & OCR limitations
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Invoice Data Capture
100% Digital 100% Digital from Day 1from Day 1 Service provides:
• Multiple OCR/ICR Engines, optimized for Accounts Payable
• Multiple Languages, Currencies
• Data Extraction at line-item level
• 85% Capture +Math Validation +Manual Correction =98% Data Accuracy
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Receipt &
Preparation
Scanning
ImageEnhancement
DataCapture
Indexing&
Validation
• Enhance poor quality originals
• Cropping, de-skewing, de-shading, background filtration & edge enhancement
• Image stored as PDF of TIFF file
• All document sizes handled including double sided documents.
• Automated batch tracking for process integrity.
• Fax invoices imported
• Secure PO Box• Remove from envelope• Remove staples• Sort invoice from non
invoice documents• Unique Job Number• Batch Separators
• Self learning free form OCR, ICR, Bar Code,
• $2 million investment in OCR technology
• Thousands of proprietary virtual OCR engines
• Data Extraction to Line Item Level
• Compliance verification based on your business rules
• Automatic Indexing• Additional validation and
checking ie. duplicate payments, duplicate invoice number, etc.
Invoice Data Capture Service
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Invoice Receipt and Capture – Solution
• 100% electronic data from Day One• Data extraction down to the line-item
level• 4 Global Transaction Centers
– 3 in US: NH, CA, NY
• 24-hour SLA• No impact on vendors• No costly hardware, software
installation• Standard or custom service
Invoice Data Capture Service (IDCS)
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Case Study
Problem• Lost and duplicate invoices
• No visibility over invoices
• Needed greater regulatory compliance due to OFWAT demands
• Wanted to: Improve efficiencies; reduce costs; reduce errors; become “best in class”
Solution: Invoice Data Capture ServiceKey Benefits/Results• Invoices work-in-progress down from 6000 to 220• Visibility and traceability over invoice status• 57% of invoices handled without human intervention• Handling costs reduced by 50% • Staff can work more proactively, also leading to increased morale
“The service allows me to manage the accounts payable department, not just run it. For any AP department it is simply the right thing to do”.
John MacklinThames Water
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Invoice Management – Issues
• Invoices ‘lost’ in slow, manual, often invisible approval process
• Lost Payment Discounts
• Extended and increasing accruals
• Delays, expense to close books at quarter/year-end
• No visibility into status of invoices and/or their impact on cash flow
• Insufficient controls, audit trail for 404 and other compliance requirements
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Bottomline Invoice Manager – Overview
[COMPANY NAME] ERP SYSTEM
LawsonSun Accounts
JDEOracle
SAP
EXCEPTION WORKFLOW
AUTOMATED MATCHING
ELECTRONICDATA P
ORTAL
SUPPLIER
[COMPANY NAME] DATA
BUSINESS RULES
BottomlineInvoice
Manager
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Approval Routing$500
…by Manager
$1,000 $5,000
Invoice A - $5,238
…by Delegation
Invoice C
Out of Office
Delegate
…by G/L Codes
Invoice B
RULES BASED APPROVAL MATRIX
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Full Visibility of Invoice Data
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Audit History
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Invoice Management – Solution
Bottomline Invoice Manager
• Web-based workflow solution• No upfront capital expenditure (when hosted)• Automated matching and exception handling• Supports multiple approval matrices• Improves payment terms, maximizes access to supplier discounts• Full visibility into invoice status• Enforces business rules, compliance controls
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Why Bottomline?
• One Vendor, One Solution for Comprehensive Purchase-to-Pay Automation
– Modular platform– Configuration, not customization– Flexible deployment options
• Unmatched Financial Processing Expertise• Support for All Paper & Electronic Invoice Formats • Ease of Deployment and Low Cost of Entry (when hosted)• Maps to your existing business process• Global Capabilities • Proven Provider with Blue-chip Client Base• Bottomline Brand & Financial Stability
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Call to action?For More Information
Ramesh Kumar, President, eAlliance Corp.(630) 778-6648
Tim Smith, Regional Account Executive, Bottomline Technologies(630) 907-2756